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Thursday, May 17 • 3:30pm - 5:00pm
Symposium C: Understanding Financial Behavior in America: Insights from the National Financial Capability Study (FINRA)

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Gary R. Mottola, Marco Angrisani, Julie Birkenmaier, Melody Harvey - Financial Capability in America is a complex tapestry. There is a great deal of variability among the many different demographic groups and, as a result, understanding and characterizing the financial capability of Americans can be very challenging. The FINRA Foundation’s National Financial Capability Study (NCFS) is a large-scale, multi-year project with the goal of monitoring and better understanding financial capability in America. It includes nine different data sets spanning six years that can be used to examine a wide variety of financial capability topics and populations. This panel will examine financial behavior in America through the work of researchers who have leveraged the NFCS data to further our understanding of the opportunities and challenges Americans face in their financial lives.


Julie M Birkenmaier

Professor, Saint Louis University
avatar for Melody Harvey

Melody Harvey

Doctoral Fellow, Pardee RAND Graduate School
Melody Harvey is a recent graduate of the Pardee RAND Graduate School and an assistant policy researcher at RAND Corporation. Her research focuses on effects of consumer, social, and higher education policies on economically vulnerable populations in the United States. Within the... Read More →
avatar for Gary R Mottola

Gary R Mottola

Research Director, FINRA Foundation

Thursday May 17, 2018 3:30pm - 5:00pm
Sand Key

Attendees (12)